CIK: 0001569118
申告総資産額
$12.0億
上位200銘柄を表示中(全659銘柄)
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 6.71% | -0.51% | -3.19% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.98% | — | -0.68% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.93% | -0.19% | -2.06% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.23% | -0.14% | -1.43% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 3.56% | -0.02% | +36.63% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.82% | — | +22.72% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.74% | — | -3.18% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.73% | +0.77% | -4.39% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.32% | +0.20% | +4.30% | |
| 10 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 2.23% | -0.10% | +1.31% | |
| 11 | AFL | Aflac INC | 株式-金融 | 2.22% | — | -0.56% | |
| 12 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 2.18% | — | +0.14% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.98% | — | +16.46% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.95% | — | +6.67% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.94% | -0.35% | +0.51% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.90% | -0.10% | -1.81% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.72% | — | -0.49% | |
| 18 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.59% | — | -1.28% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.58% | -0.18% | +12.13% | |
| 20 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.57% | -0.08% | -2.37% | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.47% | -0.08% | +0.35% | |
| 22 | IVLU | Ishares Msci International V | ETF-その他 | 1.46% | -0.14% | -1.92% | |
| 23 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.44% | -0.12% | -0.16% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.34% | -0.05% | +8.43% | |
| 25 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.22% | — | +0.37% | |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.19% | -0.14% | -8.37% | |
| 27 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 1.08% | — | +34.80% | |
| 28 | APG | Api Group CORP | 株式-資本財 | 1.02% | +0.02% | — | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.01% | — | -2.70% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.91% | -0.36% | -5.91% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.86% | +0.22% | -3.98% | |
| 32 | CF | Cf Industries Holdings INC | 株式-素材 | 0.86% | +0.24% | — | |
| 33 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.84% | — | -9.96% | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.80% | — | -1.10% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.77% | -0.03% | -2.02% | |
| 36 | FTCS | First Trust Capital Strength | ETF-その他 | 0.74% | — | -29.03% | |
| 37 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.74% | — | +5.94% | |
| 38 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.68% | — | -0.95% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.65% | — | -1.99% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.63% | -0.09% | -8.60% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.63% | — | +0.92% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | -8.65% | -2.22% | |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.58% | — | +1.62% | |
| 44 | IDV | Ishares International Select | ETF-その他 | 0.58% | — | -20.89% | |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.52% | -0.28% | -3.96% | |
| 46 | GGG | Graco INC | 株式-資本財 | 0.51% | — | — | |
| 47 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.51% | — | -3.86% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.46% | — | +0.85% | |
| 49 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.40% | -0.04% | +595.29% | |
| 50 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.40% | — | +6.64% |